+286.3%
AEHR vs GEN
+2,823.9%
-2,537.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.4% | -9.0% | -7.0% |
| 7D | +6.4% | +2.0% | +4.3% | +6.1% |
| 30D | -20.3% | +27.7% | -48.0% | -23.7% |
| 3M | -53.8% | +3.3% | -57.0% | -54.7% |
| 6M | -44.8% | +31.8% | -76.6% | -48.6% |
| YTD | +182.2% | +13.5% | +168.7% | +168.9% |
| 1Y | +174.7% | +16.0% | +158.7% | +160.9% |
| 3Y | +143.5% | +70.6% | +72.9% | +117.8% |
| 5Y | +129.9% | +32.1% | +97.7% | +113.3% |
| 10Y | +1,786.8% | +153.4% | +1,633.3% | +1,452.1% |
| All | +286.3% | +2,823.9% | -2,537.6% | +129.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling